Navigating You
One team handling your investments, your plan, and your estate — so nothing falls through the cracks.
Our Process
What We Do
Investing, tax, and estate work handled by one team — so your plan doesn't fall through the gaps between advisors, a CPA, and an estate attorney who don't talk to each other.
Our ProcessInvestment strategy built with tax efficiency in mind at every decision, not just addressed once a year at filing time.
Learn MoreWhere investing, tax, and estate work come together — into one personalized plan built for you, and for the heirs you're building it for.
Learn MoreWills, trusts, and legacy strategy built in-house and coordinated with your broader financial plan.
Learn MoreIn-house preparation and forward-looking tax planning, coordinated directly with your investment strategy year-round.
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Who We Are
We're a team of advisors, planners, and tax and estate specialists working from one coordinated plan, not a patchwork of separate relationships. Every recommendation accounts for the full picture: your investments, your goals, and what you're building for the people who come after you. That's what steady guidance looks like, and it's how we help you navigate toward calmer waters.
About UsRaymond James Branch
Breakwater Wealth Partners is affiliated with nationally recognized firm, Raymond James.
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Our Team of Experts
With over 130 years of combined experience in financial and tax planning, our team brings together CFP® professionals, CPAs, and estate planning attorneys under one roof. Together, we help you connect every part of your financial life with a coordinated approach built around your goals.
Our Team
Backed by Trusted Advisors
Behind our team is a board of experienced advisors who challenge our thinking and sharpen our advice. They bring decades of outside experience, so the guidance you receive is always well tested.
Read What Our Clients Have to Say
Excellent Service
“From our very first meeting, the Breakwater team explained everything in plain language. I finally feel like I actually understand my own financial plan.”
Truly Personalized Guidance
“They didn't just hand me a plan and walk away. They walked me through every decision and made sure I was comfortable before we moved forward.”
Complex Made Simple
“I used to dread talking about retirement planning. Now our advisor breaks everything down so clearly that it actually feels manageable.”
A Team You Can Trust
“Breakwater has managed our family's estate planning for years. Their honesty and attention to detail have given us real peace of mind.”
Straightforward and Honest
“No jargon, no pressure, no surprises. Just clear answers and a plan that actually makes sense for our family.”
Excellent Service
“From our very first meeting, the Breakwater team explained everything in plain language. I finally feel like I actually understand my own financial plan.”
Truly Personalized Guidance
“They didn't just hand me a plan and walk away. They walked me through every decision and made sure I was comfortable before we moved forward.”
Complex Made Simple
“I used to dread talking about retirement planning. Now our advisor breaks everything down so clearly that it actually feels manageable.”
A Team You Can Trust
“Breakwater has managed our family's estate planning for years. Their honesty and attention to detail have given us real peace of mind.”
Straightforward and Honest
“No jargon, no pressure, no surprises. Just clear answers and a plan that actually makes sense for our family.”
Our Resources
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Insight
5 Simple Steps to Take to Prepare for Retirement
June 01, 2026
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News
Breakwater Hires Andrew Stafford as Investment Strategist
May 24, 2026
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Quarter Review
2026 Quarter 1 Investment Commentary
May 12, 2026